401(k) · DOL Form 5500 · 2024

Convergenz, LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
211
Participants Below avg headcount
51st
Percentile by assets National rank
$38,754
Avg per participant Low balance/head
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Official DOL plan name: Convergenz 401(k) Retirement Plan · Sponsored by Convergenz, LLC · Virginia · Professional & Technical Services

$8M in assets, 211 participants

Convergenz, LLC's Convergenz 401(k) Retirement Plan reported $8M in total assets and 211 participants in its 2024 DOL Form 5500 filing, ranking in the 51st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #10,005 in Professional & Technical Services (20,173 peers)

Coverage in Virginia

Convergenz 401(k) Retirement Plan covers 211 participants in Virginia, about 27% of the average Virginia filer (state average ~782 per filing). Assets: $8M.

#10,005
in Professional & Technical Services (20,173 peers)
+24.6%
assets growth YoY

Convergenz 401(k) Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Convergenz 401(k) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$8,177,097 Top 49% higher than 51% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Convergenz 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Convergenz 401(k) Retirement Plan sits mid-pack in the medium band (211 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Convergenz 401(k) Retirement Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Convergenz 401(k) Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Convergenz 401(k) Retirement Plan reported participants rose from 208 in the plan year 2023 filing to 211 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 522254225 · Convergenz, LLC PY 2024 · 401(k)

Convergenz 401(k) Retirement Plan · $8M · 211 · 51st

  • VS-ST $8M
  • VS-ST 211
  • VS-ST 51st
  • VS-ST 401(k)
  • VS-ST near Roller Die & Forming Co., Inc. Profit Sharing Plan
  • VS-ST ind #10005

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Virginia →

Convergenz 401(k) Retirement Plan in the asset neighbourhood

Convergenz 401(k) Retirement PlanConvergenz 401(k) Retirement…$8MRoller Die & Forming Co., Inc. Profit Sharing PlanRoller Die & Forming Co., In…$8MAim Transfer & Storage, Inc. Profit Sharing 401(k) PlanAim Transfer & Storage, Inc.…$8MNorthern Eagle Beverage Company 401(k) PlanNorthern Eagle Beverage Comp…$8MBefco Engineering Inc. 401(k) PlanBefco Engineering Inc. 401(k…$8M
End-of-year total assets ($M) among Convergenz 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Virginia filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN522254225
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Convergenz, LLC)

Sponsor-wide plan assets over time

All Convergenz, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 24.61980893481579% vs 2023
2024 filing year
$6M$6.5M$7M$7.5M$8M$8.5M 20232024 $6.56M $8.18M ▲ +24.7%
Year Plans Participants Total Assets
2023 1 208 $7M
2024 1 211 $8M

Nearby 401(k) Plans in Virginia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Convergenz 401(k) Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Convergenz 401(k) Retirement Plan, Total assets ($B): 0.008177097 · Participants: 211Convergenz 401(k) Retirement PlanNorthrop Grumman Savings Plan, Total assets ($B): 39.473777135 · Participants: 104719Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 16.840459887 · Participants: 62869401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 12.395006194 · Participants: 49414General Dynamics Corporation 401(k) Plan 6.0Capital One Financial Corporation Associate Savings Plan, Total assets ($B): 12.04952818 · Participants: 44933Capital One Financial Corporation Associate Savings PlanLeidos, Inc. Retirement Plan, Total assets ($B): 11.790942581 · Participants: 29734Leidos, Inc. Retirement Plan
Convergenz 401(k) Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Convergenz 401(k) Retirement Plan side-by-side with 3 peers →

Convergenz 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Roller Die & Forming Co., Inc. Profit Sharing Plan in KY ($8M); by covered participants it is Greater Texas Federal Credit Union 401(k) Plan in TX (211 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (211 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Convergenz 401(k) Retirement Plan assets move in 2024? ▼
Convergenz 401(k) Retirement Plan grew sharply - up 24.6% during 2024, from $7M to $8M. Reported net income was $2M.
How have Convergenz, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Convergenz, LLC's sponsor-wide assets grew 24.6%, from $7M to $8M.
Which 401(k) plans are similar in size to Convergenz 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Roller Die & Forming Co., Inc. Profit Sharing Plan in KY ($8M, 212 participants).
Which 401(k) plans cover a similar participant headcount to Convergenz 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Greater Texas Federal Credit Union 401(k) Plan in TX (211 participants, $21M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 522254225.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.